Gold Forum Americas / XPL-DEV 2020

Keynote Speakers

CEO & Chief Investment Officer

Frank Holmes

CEO & Chief Investment Officer
Chief Market Strategist and Head of Research

John Reade

Chief Market Strategist and Head of Research
Gold in (and after) the time of COVID-19

Terry Heymann

CFO
Gold and gold mining’s contribution to the SDGs
Founder/President

Michael Shellenberger

Founder/President
The Harm Caused by Environmental Alarmism
Owner

Graham Birch

Owner
Gold and Silver in Britain’s Coins – Where did it come from and how did it get here? (2,000 years of monetary history and what it tells us about fiat currencies)

My presentation is a history lesson; it reminds us how much blood sweat and tears it has always taken to get hold of gold and silver wealth.  What a contrast with 2020 when creating new money at the stroke of a pen is the favourite economic policy for Central Banks.

I take a 2,000 year sweep of history and examine the sources of bullion for Britain’s coins  There are stories about the Royal African Company (and the slave trade), the East India Company and the South Sea Company which traded throughout the world, bringing back bullion which laid the foundations for the modern economy.  Britain’s military power was another key factor in wealth gathering.  The seemingly interminable wars with Spain and its allies meant that few treasure ships were entirely safe from attack by the Royal Navy or British privateers. Some of this bullion was coined at the Royal Mint and bears the corporate logo’s of the great corporations or the names of the battles.

19th century gold rushes in Australia, Canada and South Africa led to the minting of hundreds of millions of sovereigns – underpinning the British Empire’s finances and cementing London’s position as a global financial centre. Gold was power.

Central Banks are “magicking” so much new money from “thin air” that investors feel dizzy.  Can gold and silver protect us from having to pay our share of the bill for this conjuring trick?  My presentation helps to provide the answers from a historical point of view.

Portfolio Manager, Emerging Markets & Gold Fund

Shayne McGuire

Portfolio Manager, Emerging Markets & Gold Fund
The Reincorporation of Gold into Mainstream Finance

Understanding the biggest driver of potentially higher gold prices

Why is gold (still) not widely owned in pension and endowment funds?

It’s a gold bull market—why is silver underperforming?

Executive Chairman

Peter Marrone

Executive Chairman
Why Investing in Gold Equities is a Must-The Best Gold Investment and True Value Proposition

Frank Giustra

CEO
Frank Giustra and Ross Beatty in Conversation
Director, Co-Founder

Mark Fellows

Director, Co-Founder
ESG: Why it Matters and How it will Drive Value for Miners and Investors

Much of the current discussion around ESG may seem nebulous; commitment to distant goals, proliferating reporting standards or opaque ESG indices. However, a new, data-driven approach, linked to mine economics, is emerging.

ESG issues will become increasingly material with regard to investment decisions, for miners and investors. Over time they will become major value drivers for the sector, influencing metal prices, production costs and availability of finance.

Innovative investors will be able to gain an edge, if they take the time to understand the future impact of ESG on the sector.

Chairman, Equinox Gold and Pan American Silver

Ross Beaty

Chairman, Equinox Gold and Pan American Silver
Frank Giustra and Ross Beatty in Conversation